We are delighted to be joined by:
Richard List - Director of Private Client Team, Waverton, London. Richard joined Waverton in 2007. He is a member of the International Client Committee specialising in managing portfolios for US persons. Prior to joining Waverton he was a member of the UK private clients team at Credit Suisse Private Banking where he advised high net worth private clients and trusts from 2001. He started his career in 1997 at Deloitte & Touche Private Clients working in the investment department before becoming an Investment Manager and a member of Deloitte's Investment Committee with responsibility for international mutual fund selection. Richard graduated from The University of Nottingham with a BSc (Hons) degree in Chemistry. He is a Fellow of the Chartered Institute for Securities & Investment (CISI) having passed the CISI Diploma. Richard also holds the Chartered Insurance Institute Advanced Diploma in Financial Planning.
Michael Lewis - Director, Frank Hirth, London. Michael is a specialist US and UK personal tax adviser providing complex planning and compliance assistance to Ultra High Net worth executives. He has over 19 years of experience in this field, spent predominantly with a Big 4 firm. He is a Chartered Tax Adviser in the UK and is also licensed to practice before the Internal Revenue Service in the US (Enrolled Agent).
Michael is currently specialising in clients connected to the "Private Markets" area - businesses with a high degree of private ownership including private equity executives, owner managers and entrepreneurs. He also has many clients from within Investment Banking. His specialties are US/UK interaction on personal income, capital and social security taxes. He also provides advice on US Estate taxes and UK Inheritance Tax and has a keen interest in the taxation in divorce cases and tax efficient charitable planning.
Awards: Spear's 500 Top Recommended 2019.
Jaime McLemore - Partner, Wealth Planning & Tax, Withersworldwide, London. Jaime advises on US and international tax and estate planning, particularly for families and trusts with US/UK cross-border concerns. Jaime devotes a large part of her practice to advising individuals and families in relation to their philanthropic goals and charitable structuring for both individuals and non-profit organisations. She has extensive experience with the establishment and operation of US charitable vehicles, including those that form part of dual qualified charitable structures, which attract tax-efficient contributions from US persons outside the US. She also advises non-US charities in relation to US investments and fundraising.
Jaime frequently works with individuals seeking to renounce US citizenship or abandon long-term permanent residence in the US. She provides US tax compliance advice to individuals and assists them through the relevant IRS disclosure procedures, when necessary. In addition, she advises both individuals and entities on their FATCA obligations.
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